Manager - Financial Transformation & New Client Onboarding – CAS

rkl Open · verified Oct 18, 2026

Hybrid Lancaster AllentownChambersburg +3 Full-time Manager Customer Success

At a glance

Manager-level Customer Success role at rkl. Lancaster · full-time · $90,000–$100,000 base.

SalaryStated by rkl

$90,000 – $100,000

Base salary for this role, in USD per year, as published in the posting.

RoleCustomer Success

SeniorityManager

LocationLancaster

WorkplaceHybrid

EmploymentFull-time

Base pay$90,000–$100,000

PostedOct 16, 2026 · 2d ago

Also hiring inAllentown, Chambersburg, Exton, Mechanicsburg +1

Role brief

growthroles summary, based on the employer's posting.

What you'll do

Assess client finance workflows and systems, then introduce automation and digital changes that improve efficiency
Build repeatable operating procedures and redesign workflows to reduce manual work across client engagements
Run several client onboarding projects from kickoff through handoff, with plans covering timing, staffing and risks
Coordinate account setup, access, workflows and client-specific documentation with internal teams
Guide the integration team, train clients and colleagues, and update senior leaders on project progress

What you bring

A bachelor’s degree in accounting, finance or a related discipline
At least seven years in accounting or financial operations, including three years focused on process improvement or transformation
Hands-on success delivering digital transformation, plus strong command of accounting principles and financial processes
Expert skill with accounting platforms such as QBO, Sage Intacct or Xero, and familiarity with automation, RPA, workflow and API tools

Who this fits

This manager role suits someone who can lead client transitions while improving financial processes and mentoring project teammates. It is hybrid and based in Lancaster, United States. The stated annual salary range is $90,000 to $100,000.

From the employer

The Financial Transformation and Client Integration Manager leads two key areas: driving digital transformation initiatives to optimize financial processes and managing the seamless integration of new clients into our outsourced financial management services platform.

Key Responsibilities

Financial Transformation Leadership

Evaluate existing client financial processes and systems to identify opportunities for automation, efficiency improvements, and digital transformation
Design and implement innovative solutions leveraging the RKL Virtual tech stack, including cloud-based financial management solutions, smart AP/AR solutions, data integration tools and other cloud-based technology
Develop standardized procedures and best practices for financial management operations that can be scaled across multiple clients
Lead process reengineering initiatives to streamline workflows and reduce manual interventions
Monitor and report on transformation initiatives' effectiveness and ROI

New Client Integration

Manage multiple end-to-end client integration projects simultaneously, from initial engagement through transition to ongoing services
Conduct thorough assessment of new clients' existing financial processes, systems, and documentation
Create detailed project plans for client integrations, including timeline, resource allocation, and risk mitigation strategies
Coordinate with internal teams to ensure proper setup of client accounts, systems access, and workflow configurations
Develop and maintain client-specific procedures and documentation
Facilitate cross-departmental communication to ensure all internal teams understand the client's operational requirements.
Provide leadership and guidance to the internal integration team, ensuring adherence to the integration schedule.
Provide training to both client and internal team members on new processes and systems

Team Leadership and Stakeholder Management

Lead and mentor team members involved in transformation and onboarding projects
Maintain strong relationships with clients throughout the transformation and onboarding process
Collaborate with Practice Leaders to align transformation initiatives with strategic objectives
Regular reporting to senior management on project status, challenges, and achievements

Qualifications

Bachelor's degree in Accounting, Finance, or related field
7+ years of experience in accounting or financial operations, with at least 3 years in process improvement or transformation roles
Strong understanding of accounting principles and financial processes
Proven experience in implementing digital transformation initiatives
Expert level proficiency in accounting software platforms (QBO, Sage Intacct, Xero, etc.)
Strong understanding of financial automation tools and RPA platforms
Experience with workflow management and documentation systems
Knowledge of API integrations and system connectivity
Excellent project management skills with demonstrated success in managing complex transitions
Strong analytical and problem-solving abilities

Personal Attributes

Strong leadership and teambuilding capabilities
Excellent communication and presentation skills
Detail-oriented with strong organizational abilities
Adaptable and innovative thinking
Client-focused mindset with strong service orientation
Ability to manage multiple projects and deadlines effectively

Salary Range:

$90,000 - $100,000